Are you a small business owner who is looking for an all-in-one client management software? If your answer is in the affirmative, the benefits of HoneyBook will surely be of great interest to you.

HoneyBook is an incredible choice for those who have never used a CRM or are brand-new to the world of CRM. It is easier to navigate and offers user-friendly features such as automated invoicing, branded scheduling, automated and customized workflows, client contracts + booking, and integration with popular apps such as Zoom, QuickBooks, and Gmail.

One of the best things about HoneyBook is that it’s extremely easy to use. It is highly intuitive and, therefore, there is a shorter learning curve. It means that whether you are switching from Google Drive or Dubsado, you can quickly hit the ground running to be successful in your own true ways. If this is not all, you can leverage the free account migration service of HoneyBook to get started, easy and quick.

This popular client relationship management platform helps you create client portals, set up workflows, and send out contracts & invoices. It can also help you save invaluable time, money, and other resources by automating administrative tasks in your business such as providing questionnaires for your clients and sending out canned emails.  Moreover, HoneyBook has a user-friendly dashboard that helps you easily track invoices, interactions, and proposals. 

Furthermore, you can access this cloud-based platform from any geographical location. You can even use its mobile apps for both Android and iOS devices to efficiently manage your clients and client projects. HoneyBook also comes preloaded with out-of-the-box contract templates that can be utilized to onboard clients. The invoicing tools of HoneyBook are excellent when it comes to quickly creating bills and sending them straight to your consumers.

The list of advantages associated with HoneyBook doesn’t end here. It has a payment processed integrated directly into its system. In other words, you don’t have to pay any additional or third-party fees. All you need is to just pay the standard 1.5 percent on ACH payments and 3 percent on credit cards. 

The best thing is that HoneyBook can even be your savior in case by offering its expertise to protect you against fraud and credit card disputes. Also, you can reach out to HoneyBook’s human-centered support via chat 7 days a week and access online help resources 24 hours a day. You can even explore a wide range of free resources such as invoice generator, email signature generator, mission statement generator, invoice templates, and contract templates. You can even attend live educational webinars organized by HoneyBook at regular intervals to stay on top of the game and market trends.

Compared to Dubsado, HoneyBook offers integrated payment processing, security/dispute management, fraud protection, editable Files (versioning), instant deposit, chrome extension, and a money-back guarantee of 60 days. It also allows you to earn up to $200 for each referral as soon as you transact $2,000 through HoneyBook. Before this, you can earn up to $50 for each referral. You can even earn up to $200 per referral right away if you are a part of the HoneyBook educator program.

All set to find out what HoneyBook can do for you and your business? Feel free to reach out to us at Dana Sacco.